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Life insurance as an alternative asset class

Life insurance is a vehicle for cash accumulation that is tax-advantaged. Haven't understood how Indexed Universal Life (IUL) or leveraged IUL can turbo charge your retirement? Find out more.

Permanent, cash-value life insurance with flexible payments

The policyholder decides how much to put in above a set minimum. By extension, the policyholder also determines the face amount of the policy.

Cash value builds tax- deferred

Universal life insurance policies normally let policyholders borrow a portion of their policy's cash value under fairly favorable terms. And interest payments on policy loans go directly back into the policy's cash value.

Coverage for loved ones

When the policyholder dies, his or her beneficiaries receive the benefit from the policy. Depending on how the policy is structured, benefits may or may not be taxable.

Why stop there?

Introducing an IUL policy that's leveraged

Indexed universal life (IUL) is a type of universal life contract that provides policyholders market exposure with a floor.

For those who are high earners but are behind on retirement savings, you can boost an IUL policy with leverage.

Indexed Universal Life (IUL)

Learn more about how IUL can round out your investment portfolio by providing coverage, access to markets, protections against market losses and tax-free retirement income.

Leveraged Indexed Universal Life (IUL)

Learn more about how leverage can be used in IUL policies to super-charge your retirement savings while providing the benefits of IUL.

Learn more about leveraged life insurance

Speak to our financial advisors and get a quote now

Call us directly at:

Rhea Wessel

+1 (917) 957 7475

+49 170 814 2488

Office hours: 7:00 a.m. – 1 p.m. US Central

Locations: Virtual, Frankfurt and Houston

After hours: Wes Wessel, Director, WAIS

+1 (713) 818 3880